Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
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The Murray Hanseth Group is a goals-based wealth management team dedicated to serving a select number of high net worth families, business owners, executives, and corporate retirement plans. Using a comprehensive approach to planning and investment advice guidance, we provide customized strategies to help clients achieve their goals. Our holistic approach to wealth management is centered around our deeply held commitment to take the time to understand the values, needs, goals, and concerns of clients. We strive to provide an exceptional client experience.
As part of the firm's belief in the value of advanced training and staff enrichment to better serve clients, Paul and Brian have pursued advanced designations and certifications. These concentrations provide The Murray Hanseth Group with additional depth and skills in key areas, including investment management, cash flow strategies, liability management and other banking services available through Bank of America, retirement planning services, estate planning services, insurance, and corporate 401(k) plan management.
With over 40 years of combined experience, every member of our team is passionate about working together toward a common goal of delivering exceptional advice, guidance and service to provide clients with the resources to live their lives fully and with purpose.
It’s important to plan for your financial future, which means getting more than investment advice. We believe you may find value in a one-on-one relationship with someone dedicated to knowing who you are and what you want to accomplish. Someone who knows your kids’ names, how hard you worked to get where you are, how you define a successful life and how you view investing. Our commitment is centered in helping clients achieve their goals by making their needs and wants a priority. Our advice and financial approach are guided by what’s important to you, and our success is defined by your satisfaction over time.
We believe an effective approach to wealth management requires working closely with you to help identify and define your goals.
Our job is to first understand what matters most to you. We will work together to create a financial approach that reflects your investment personality and is built around your life priorities.
Our approach is to help you pursue your goals by providing customized service and potential investment solutions. Whether you are focused on building, preserving or transferring wealth we are committed to helping you address your financial objectives at every stage of your life.
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.
For corporate executives, we offer guidance for diversification* of concentrated stock positions. For business owners, we can help them build company benefit plans and provide access to Bank of America for help in addressing cash flow, lending needs and other bank-related needs. For those nearing retirement, we consider inflation, health care costs and other factors to help them pursue desired lifestyles. We are available to talk with clients and explore potential opportunities with them.
*Diversification does not ensure a profit or protect against loss in declining markets.
With Merrill Lynch Wealth Management Retirement Benefits Consultants (RBC), The Murray Hanseth Group is one of select group of highly qualified and credentialed Merrill advisors trained and experienced in defined contribution plans who can add value to your plan by:
Offering access to 3(21) fiduciary services1
Helping you shape your investment strategies
Offering thoughtful advice without a proprietary investment requirement
Providing periodic reporting and helping you understand results and measurements to assist you in managing your plan over time
Working with you to create a plan that is designed to drive employee engagement and positive participant behavior
Assisting in the delivery of employee financial wellness programs and education
Helping employees connect their life priorities with their finances to help them pursue what matters most to them
In 1914, Charles Merrill said, “The interests of our customers must come first.” That’s a commitment that we still honor today. We feel Charles Merrill would be gratified to see how the business he founded continues to place a premium on service and commitment. With the investment insights of Merrill, and with access to the banking convenience of Bank of America, we can deliver services that can help you address virtually every financial challenge you face.
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Financial Times –“Top 401 Retirement Plan Advisers” in 2016, 2017, and 2018
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Senior Wealth Management Lending Officer
Bank of America, N.A.
Insurance Associate Specialist
Bank of America, N.A.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.